Lauterbach Financial Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Lauterbach Financial Advisors’s Portfolio AVEM Stock Details AVEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$917K	Buy	9,506 +1,497	+19%	+$138K	0.39%	35
2026 Q1	$645K	Buy	8,009 +1,435	+22%	+$119K	0.32%	40
2025 Q4	$506K	Buy	6,574 +296	+5%	+$22.7K	0.25%	49
2025 Q3	$472K	Buy	6,278 +509	+9%	+$36.4K	0.24%	51
2025 Q2	$395K	Sell	5,769 -86	-1%	-$5.42K	0.22%	50
2025 Q1	$352K	Hold	5,855	–	–	0.22%	50
2024 Q4	$344K	Buy	5,855 +42	+0.7%	+$2.61K	0.21%	49
2024 Q3	$376K	Hold	5,813	–	–	0.23%	44
2024 Q2	$344K	Buy	5,813 +1,547	+36%	+$92.7K	0.23%	44
2024 Q1	$247K	Hold	4,266	–	–	0.16%	57
2023 Q4	$241K	Sell	4,266 -117	-3%	-$6.29K	0.17%	55
2023 Q3	$231K	Buy	4,383 +275	+7%	+$14.9K	0.18%	52
2023 Q2	$221K	Hold	4,108	–	–	0.17%	58
2023 Q1	$217K	Buy	+4,108	New	+$218K	0.18%	56

Other funds holding AVEM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Lauterbach Financial Advisors's AVEM Position: Q2 2026 in Review

Lauterbach Financial Advisors increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 19% in Q2 2026, buying an estimated $138K and bringing the position to 9,506 shares worth $917K. The position accounts for 0.39% of the portfolio, ranked #35.

Lauterbach Financial Advisors first reported a position in AVEM in Q1 2023 and has held it in 14 quarters since. 1,007 funds tracked by Wall St. Rank hold AVEM as of Q2 2026.

Lauterbach Financial Advisors held 9,506 shares of Avantis Emerging Markets Equity ETF worth $917K as of Q2 2026.
Lauterbach Financial Advisors bought 1,497 Avantis Emerging Markets Equity ETF shares in Q2 2026, an estimated $138K.
Avantis Emerging Markets Equity ETF made up 0.39% of Lauterbach Financial Advisors's portfolio in Q2 2026, its #35 holding.
Lauterbach Financial Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q1 2023 and has held it in 14 quarters since.
1,007 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q2 2026.

Based on Lauterbach Financial Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.